Arnold Van Den Berg - Century Management Advisors

History Stock Activity Share change % change to portfolio
Q3  2017
ATKR - Atkore International Group Inc. Add 105.71% 47,295 1.44
PHII - PHI Inc. Add 4.27% 4,045 0.08
DLTR - Dollar Tree Inc. Buy 8,745 1.27
FFH - Fairfax Financial Holdings Ltd. Buy 475 0.45
CFX - Colfax Corp. Reduce 0.98% 880 0.06
DISCK - Discovery Communications Inc. CL C Reduce 1.15% 1,080 0.04
BOOM - DMC Global Inc. Reduce 4.64% 10,000 0.24
UNT - Unit Corp. Reduce 5.01% 8,300 0.24
ESGR - Enstar Group Ltd. Reduce 8.19% 1,000 0.38
MTW - Manitowoc Co. Reduce 12.33% 2,550 0.15
LAYN - Layne Christensen Co. Reduce 12.60% 35,600 0.70
CERN - Cerner Corp. Reduce 15.03% 1,135 0.14
PICO - PICO Holdings Inc. Reduce 62.25% 89,105 2.65
INOV - Inovalon Holdings Inc. Sell 100.00% 38,100 0.92
POWL - Powell Industries Sell 100.00% 10,296 0.60
Q2  2017
SLB - Schlumberger Ltd. Add 165.90% 10,850 1.34
PHII - PHI Inc. Add 122.13% 52,104 0.82
PES - Pioneer Energy Services Corp. Add 113.10% 226,205 0.98
ESV - ENSCO PLC Add 72.68% 24,640 0.27
APA - Apache Corp. Add 9.41% 2,265 0.19
ERA - Era Group Inc. Add 1.38% 3,000 0.04
LAYN - Layne Christensen Co. Reduce 0.14% 400 0.01
ESGR - Enstar Group Ltd. Reduce 0.41% 50 0.02
WFC - Wells Fargo Reduce 1.20% 600 0.05
IBM - International Bus. Machines Reduce 2.05% 135 0.04
CFX - Colfax Corp. Reduce 2.07% 1,900 0.14
BRK.B - Berkshire Hathaway CL B Reduce 2.50% 400 0.12
PICO - PICO Holdings Inc. Reduce 12.15% 19,805 0.57
LSXMK - Liberty SiriusXM Series C Sell 100.00% 24,735 1.49
DNR - Denbury Resources Inc. Sell 100.00% 76,975 0.32
KEG - Key Energy Services Inc. Sell 100.00% 4,508 0.22
DVA - DaVita HealthCare Partners Sell 100.00% 1,464 0.16
Q1  2017
ATW - Atwood Oceanics Inc. Add 78.87% 90,195 1.46
EYES - Second Sight Medical Products Add 45.85% 75,677 0.19
MKL - Markel Corp. Add 39.77% 35 0.05
MCK - McKesson Corp. Add 6.92% 435 0.10
DISCK - Discovery Communications Inc. CL C Add 1.44% 1,340 0.06
ESGR - Enstar Group Ltd. Add 0.78% 95 0.03
ATKR - Atkore International Group Inc. Buy 44,740 1.81
MMYT - MakeMyTrip Ltd Buy 14,880 0.75